Microsoft's Windows product management GM Gavriella Schuster surprised the industry with her remarks that the iPad was taking away netbook sales. When asked about the trend, the division leader said:
"But the success of the Apple iPad, and the impending Google Android (and Chrome OS?) tablets, are beginning to threaten Windows' hold on the "and" PC market. Real Windows-based iPad competitors aren't expected until sometime next year. So I pointed to Schuster's netbook and asked about the recent trend.
"These're definitely getting cannibalized," she said. "These're really a second device. But they are getting cannibalized.""
Sure, Microsoft continues to call these devices "and" devices, saying they aren't strictly speaking computer replacements, but instead augment a user's computer, but when it comes to that second computer, the iPad seems to be coming into its own. Indeed, if iPads were counted as PC purchases, Apple would be the leading PC vendor by sales in the US.